See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS1+ years Service code 15 · EIN 94-3322438 6050 20TH STREET E · TACOMA, WA 98424 | Recordkeeping | $10,999 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $9,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,085 | $50,464-26.5% | $75,781-51.1% | $52,331-29.1% |
| Participation rate | 37.4% | 66.8%-29.4pp | 75.8%-38.4pp | 68.1%-30.7pp |
| Annual return | -0.60% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,607 | $1,988-19.2% | $3,323-51.7% | $1,882-14.6% |
| Participant deferral / active EE | $513 | $2,570-80.0% | $3,651-85.9% | $3,022-83.0% |
| Admin fee / account holder | $101 | $1,103-90.8% | $5,299-98.1% | $592-82.9% |